Link Your Salesforce Data using Marketing Cloud Connect LYSD001

Course Content

The MCC201 course offers hands-on training to link your Salesforce data with the Marketing Cloud, making it a valuable resource for anyone looking to enhance their digital marketing skills. Here’s a summarized overview of the course:

Course Overview

  • Objective: Equip participants with the skills to integrate Salesforce data with the Marketing Cloud and personalize digital marketing campaigns.

  • Format: Available both in-person and online.

Delivery Method

  • In-Person

  • Online

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Goals

  • Learn to explain and utilize Marketing Cloud Connect.

  • Connect Marketing Cloud accounts to Salesforce orgs.

  • Create personalized content using Salesforce CRM data.

  • Develop and send targeted email campaigns.

  • Automate email sending using various tools within Marketing Cloud.

  • Integrate and synchronize CRM data into Marketing Cloud.

  • Segment data and create customer journeys.

  • Analyze tracking data and create reports.

Prerequisites

  • None

Course Outline

Module 1: Salesforce Marketing Cloud Overview
  • Review the Customer Success Platform.

  • Get to know Marketing Cloud.

  • Review and explore ways to connect clouds.
  • Connect Marketing Cloud accounts to Salesforce orgs.

  • Understand Salesforce terminology and prerequisites.

  • Create personalized emails using Content Builder.

  • Use testing tools and automate email sending.

  • Synchronize data sources and create segments.

  • Create journeys using synchronized data.

  • Explain Sales and Service Cloud activities.

  • Create and automate tracking reports.

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